Women and Financial Advisors

Staying in control of your finances is one of the most important and difficult responsibilities for most adults. The results, then, when Forbes Insights and Northwestern Mutual surveyed a group of women regarding how their confidence correlates to their finances, were not surprising. The survey … [Read more...]

Make the Most Out of Your Tax Refund

  A tax refund is not a bonus, but people often treat it that way. In reality, your tax refund is a reimbursement from the government for withholding too much of your income. The average federal tax refund this year will exceed $3,000. Before making a reservation at the nicest restaurant … [Read more...]

Retirement Income Payment Plans – Choose Wisely

If you are getting ready to retire,  you may find yourself faced with the question of how you should receive income payments – in increments or all at once. Most people end up choosing steady payments, or "life annuity".  Having that steady income can make for less stress than taking a big lump … [Read more...]